See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,052 | $59,107-84.7% | $86,436-89.5% | $68,494-86.8% |
| Participation rate | 87.0% | 75.2%+11.7pp | 80.3%+6.6pp | 67.9%+19.1pp |
| Annual return | -11.44% | -0.23%-11.2pp | 4394.89%-4406.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,960 | $5,901+17.9% | $6,952+0.1% | $4,027+72.8% |
| Admin fee / account holder | $4,650 | $5,637-17.5% | $6,731-30.9% | $5,403-13.9% |